Carlyle Secured Lending, Inc. (CGBD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

644,917Shares held by institutions

$7,284,338Value of institutional holdings

33.04%Institutional ownership %

52.22%Shares Changed QoQ

147No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Carlyle Secured Lending, Inc. (NASDAQ:CGBD) has 149 institutional investors with active 13F positions as of December 2025.

These investors collectively held 36.6% of Carlyle Secured Lending's outstanding shares in December 2025, up from 36.5% in September 2025.
Their total shares held in CGBD increased 7.38% from the prior quarter, while the number of investors in Carlyle Secured Lending increased 28.45% year over year.
Of these 149 funds, 74 grew their exposure to Carlyle Secured Lending, 47 cut back, and 28 maintained positions.
In total, institutional investors held 26.68Mn shares in Carlyle Secured Lending as of December 2025, up by 1.83Mn shares quarter on quarter, and up 10.52Mn shares year over year.
Creative Planning leads ownership in CGBD with 3.47Mn shares as of December 31, 2025, equal to 4.75% of outstanding shares.
The most significant purchases of CGBD for the quarter ending December 2025 came from RIVERNORTH CAPITAL MANAGEMENT, LLC (699.59K), Toronto Dominion Bank (500.0K), North Ground Capital (436.09K), JANE STREET GROUP, LLC (256.47K), Closed-End Fund Advisors, Inc. (255.44K).
Leading sellers of Carlyle Secured Lending shares for the quarter ending December 2025 were Creative Planning (1.17Mn), Bank Of America Corp /De/ (1.0Mn), TWO SIGMA ADVISERS, LP (184.2K), VAN ECK ASSOCIATES CORP (137.25K), Royal Bank Of Canada (118.24K).
Business Quant data shows the 10 biggest positions in Carlyle Secured Lending as of December 2025 are held by Creative Planning (3.47Mn), Morgan Stanley (2.57Mn), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.9Mn), VAN ECK ASSOCIATES CORP (1.69Mn), CHOREO, LLC (1.39Mn), North Ground Capital (912.22K), Invesco Ltd. (887.66K), UBS Group AG (862.26K), TWO SIGMA INVESTMENTS, LP (737.4K), Muzinich & Co., Inc. (736.44K).

150 Institutional Holders

644,917 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,003	0.20%	$0.00
Creative Planning	31 Dec, 2025	-1,165,420	-25.16%	$0.00
CHOREO, LLC	31 Dec, 2025	-73,608	-5.05%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	524,761	157.93%	$0.00
Morgan Stanley	31 Dec, 2025	161,973	6.71%	$0.00
North Ground Capital	31 Dec, 2025	436,086	91.59%	$0.00
Nalls Sherbakoff Group, LLC	31 Dec, 2025	0	0.00%	$0.00
RIVERNORTH CAPITAL MANAGEMENT, LLC	31 Dec, 2025	699,586	58.24%	$0.00
UBS Group AG	31 Dec, 2025	226,776	35.69%	$0.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	-137,251	-7.50%	$0.00
Muzinich & Co., Inc.	31 Dec, 2025	236,524	47.31%	$0.00
Invesco Ltd.	31 Dec, 2025	-13,581	-1.51%	$0.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	9,830	1.35%	$0.00
Corient Private Wealth LLC	31 Dec, 2025	56,455	19.28%	$0.00
Mariner, LLC	31 Dec, 2025	874	0.16%	$0.00
BI Asset Management Fondsmaeglerselskab A/S	31 Dec, 2025	25,976	9.70%	$0.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	101,242	24.19%	$0.00
Closed-End Fund Advisors, Inc.	31 Dec, 2025	255,435	0.00%	$0.00
Legal & General Group Plc	31 Dec, 2025	78,404	17.80%	$0.00
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	31 Dec, 2025	-12,254	-5.18%	$0.00

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